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Sarah Ketterer - Causeway Capital Management
Sarah Ketterer - Causeway Capital ManagementFecha: 30 Jun 2025Inversiones: 98Valor: $6,310,331,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
CP - Canadian Pacific Kansas City
25.33
Add 11.53%
17,208,788
$70.17
$1,207,605,000
$79.00
12.58%
$66.49
$87.26
CCL - Carnival Corp.
10.88
Buy
26,565,066
$19.53
$518,816,000
$26.17
34.00%
$13.78
$28.72
B - Barrick Mining Corp.
4.82
Add 6.54%
11,838,827
$19.41
$229,843,000
$21.20
9.22%
$14.95
$21.70
BABA - Alibaba Group Holdings
3.76
Add 42.56%
1,356,010
$132.23
$179,305,000
$113.93
-13.84%
$70.61
$145.97
SW - Smurfit Westrock Plc
2.55
Add 1.16%
2,693,844
$45.06
$121,385,000
GOOG - Alphabet Inc. CL C
2.29
Add 17.09%
697,353
$156.23
$108,947,000
$174.43
11.65%
$142.49
$208.21
C - Citigroup Inc.
2.01
Add 9.40%
1,350,907
$70.99
$95,901,000
$84.37
18.85%
$52.26
$84.79
DIS - Walt Disney Co.
1.97
Add 13.29%
953,852
$98.70
$94,145,000
$121.46
23.06%
$79.76
$121.67
ZBH - Zimmer Biomet Holdings
1.91
Add 4.62%
805,509
$113.18
$91,168,000
$91.74
-18.94%
$89.22
$115.94
TSM - Taiwan Semiconductor S.A.
1.81
Reduce 1.78%
519,645
$166.00
$86,261,000
$224.01
34.95%
$131.69
$225.22
ADI - Analog Devices
1.79
Add 15.68%
424,025
$201.67
$85,513,000
$237.30
17.67%
$157.93
$244.91
MRK - Merck & Co.
1.69
Add 53.62%
897,869
$89.76
$80,593,000
$78.83
-12.18%
$72.58
$127.97
JD - JD.com Inc.
1.55
Add 18.94%
1,797,234
$41.12
$73,902,000
$33.26
-19.11%
$23.44
$46.45
AXS - Axis Capital Holdings Ltd.
1.53
Reduce 0.17%
727,094
$100.24
$72,884,000
$102.81
2.56%
$67.47
$107.19
CTSH - Cognizant Technology Solutions
1.47
Add 12.17%
917,875
$76.50
$70,217,000
$77.59
1.42%
$65.27
$90.17
BCS - Barclays plc ADR
1.45
Reduce 23.92%
4,511,942
$15.36
$69,303,000
$7.48
-51.30%
$5.61
$8.99
ORCL - Oracle Corp.
1.44
Add 69.24%
491,833
$139.81
$68,763,000
$212.82
52.22%
$118.43
$216.93
AZN - AstraZeneca PLC
1.32
Add 3.13%
857,887
$73.50
$63,055,000
META - Meta Platforms Inc.
1.28
Add 5.95%
105,485
$576.36
$60,797,000
$726.09
25.98%
$441.14
$739.68
BIIB - Biogen Inc.
1.24
Add 53.89%
433,517
$136.84
$59,322,000
$126.92
-7.25%
$110.04
$238.00
QFIN - 360 DIGITECH Inc.
1.23
Reduce 5.10%
1,307,273
$44.91
$58,710,000
BP - BP plc
1.13
Add 22.62%
1,596,626
$33.79
$53,950,000
$30.29
-10.36%
$24.82
$35.20
PFE - Pfizer Inc.
1.08
Add 10.45%
2,024,255
$25.34
$51,295,000
$24.24
-4.34%
$20.52
$29.98
APTV - Aptiv PLC
1.07
Add 68.89%
860,744
$59.50
$51,214,000
$67.94
14.18%
$47.19
$80.95
PUK - Prudential Plc ADR
1.06
Add 10.15%
2,353,670
$21.50
$50,604,000
INFY - Infosys Ltd.
1.01
Add 382.52%
2,638,154
$18.25
$48,146,000
$18.66
2.25%
$15.82
$23.63
G - Genpact Ltd.
1.00
Reduce 16.84%
944,660
$50.38
$47,592,000
$42.25
-16.14%
$29.94
$56.35
PCG - PG&E Corp.
0.93
Add 1.85%
2,567,270
$17.18
$44,106,000
$14.08
-18.04%
$13.34
$21.66
GSK - GSK plc
0.90
Add 2.91%
1,107,923
$38.74
$42,921,000
$38.55
-0.49%
$31.01
$43.19
BUD - Anheuser-Busch InBev
0.89
Add 20.48%
691,917
$61.56
$42,594,000
$69.13
12.30%
$45.21
$72.13
SAP - SAP SE
0.87
Reduce 12.77%
155,139
$268.44
$41,646,000
$295.55
10.10%
$193.24
$311.40
CFG - Citizens Financial Group Inc.
0.86
Add 31.34%
1,004,199
$40.97
$41,142,000
$44.12
7.69%
$32.24
$48.28
PHG - Koninklijke Philips Electronics NV
0.82
Reduce 2.24%
1,531,812
$25.40
$38,908,000
LYV - Live Nation Inc.
0.81
Add 25.08%
294,721
$130.58
$38,485,000
$147.20
12.73%
$87.33
$157.75
SNY - Sanofi Aventis
0.81
Add 0.41%
693,261
$55.46
$38,448,000
$48.37
-12.78%
$43.86
$57.56
DB - Deutsche Bank AG
0.76
Buy
1,513,500
$23.83
$36,066,000
$29.95
25.68%
$13.33
$29.99
JLL - Jones Lang Lasalle Inc.
0.73
Add 4.36%
140,446
$247.91
$34,818,000
$253.57
2.28%
$194.36
$288.50
WHR - Whirlpool Corp.
0.69
Buy
363,785
$90.13
$32,788,000
$101.98
13.15%
$81.47
$135.49
DEO - Diageo ADR
0.67
Add 4.04%
306,666
$104.79
$32,135,000
$100.54
-4.06%
$99.26
$140.60
ING - ING Group NV
0.60
Reduce 2.08%
1,460,526
$19.59
$28,612,000
SE - Sea Ltd
0.54
Add 7.11%
198,688
$130.49
$25,927,000
$158.51
21.47%
$55.00
$172.65
BTI - British American Tobacco plc
0.53
Reduce 3.33%
608,927
$41.37
$25,191,000
$48.09
16.24%
$29.04
$49.58
ALLY - Ally Financial Inc.
0.50
Add 53.86%
651,383
$36.47
$23,756,000
$38.78
6.33%
$29.25
$44.03
RELX - RELX plc
0.48
Reduce 2.48%
454,346
$50.41
$22,904,000
$45.59
-9.56%
$30.82
$47.18
FINV - Finvolution Group ADR
0.46
Reduce 18.49%
2,284,493
$9.63
$22,000,000
WB - Weibo Corp.
0.45
Reduce 0.12%
2,256,465
$9.47
$21,369,000
DGX - Quest Diagnostics
0.43
Reduce 60.46%
120,400
$169.20
$20,372,000
$177.06
4.65%
$132.78
$182.38
MT - ArcelorMittal
0.43
Reduce 34.02%
704,291
$28.85
$20,319,000
$23.11
-19.90%
$21.09
$31.90
VEA - Vanguard FTSE Developed ETF
0.43
Reduce 67.95%
405,903
$50.83
$20,632,000
$56.48
11.12%
$44.78
$56.53
ATAT - Atour Lifestyle Holdings ADR
0.38
Add 231.75%
642,536
$28.35
$18,216,000
SNN - Smith & Nephew plc
0.36
Add 26.30%
607,357
$28.37
$17,231,000
$25.73
-9.31%
$23.42
$31.42
SHG - Shinhan Financial Group Company
0.34
Add 56.56%
509,806
$32.08
$16,355,000
ERJ - Embraer SA
0.31
Buy
318,335
$46.20
$14,707,000
$53.79
16.43%
$25.21
$56.55
AU - AngloGold Ashanti Ltd.
0.30
Reduce 23.57%
383,520
$37.34
$14,322,000
$46.36
24.16%
$21.91
$51.11
IBN - ICICI Bank Ltd.
0.29
Reduce 6.40%
442,939
$31.52
$13,961,000
$33.39
5.93%
$27.03
$34.50
SNX - SYNNEX Corp.
0.29
Reduce 77.99%
131,359
$103.96
$13,656,000
$137.00
31.78%
$91.83
$144.47
MOMO - Hello Group Inc Spn ADR
0.28
Add 136.22%
2,089,913
$6.31
$13,187,000
KSA - Ishrs Msci Saudi Arabia ETF
0.27
Add 45.63%
315,426
$41.37
$13,049,000
PDD - Pinduoduo Inc.
0.26
Reduce 76.26%
105,926
$118.35
$12,536,000
$105.75
-10.65%
$87.11
$155.67
CLS - Celestica Inc
0.24
Reduce 14.74%
146,152
$78.88
$11,528,000
$39.15
-50.37%
$10.50
$39.30
VIPS - Vipshop Holdings Ltd
0.24
Add 140.75%
726,618
$15.68
$11,393,000
$8.89
-43.30%
$5.75
$13.02
BAP - Credicorp Ltd.
0.21
Reduce 67.84%
54,527
$186.16
$10,151,000
$158.00
-15.13%
$114.80
$160.15
ZIM - Zim Integrated Shipping Serv
0.21
Add 15.49%
678,540
$14.59
$9,900,000
NWG - NatWest Group Plc
0.19
Reduce 4.63%
764,702
$11.92
$9,115,000
$13.88
16.44%
$7.58
$14.55
TME - Tencent Music Entertainment Grp
0.19
Buy
615,153
$14.41
$8,864,000
$18.70
29.77%
$9.29
$19.40
HDB - HDFC Bank Ltd.
0.18
127,749
$66.44
$8,488,000
$76.92
15.77%
$56.58
$78.14
MMYT - MakeMyTrip Ltd
0.16
Reduce 10.68%
75,621
$97.99
$7,410,000
INDA - iShares MSCI India ETF
0.15
Reduce 37.91%
143,169
$51.48
$7,370,000
$55.53
7.87%
$42.67
$57.50
VSS - Vanguard FTSE All Wo X Us Sc
0.15
Reduce 14.70%
62,822
$115.60
$7,262,000
IQ - iQIYI Inc.
0.14
Add 29.02%
2,896,200
$2.26
$6,545,000
$3.53
56.19%
$3.06
$7.99
AGRO - Adecoagro SA
0.13
Reduce 0.76%
563,076
$11.17
$6,290,000
$9.17
-17.91%
$8.42
$11.66
SMIN - Ishares Msci India Small Cap
0.12
Reduce 29.87%
84,765
$68.09
$5,772,000
JOYY - JOYY Inc.
0.08
Buy
87,784
$41.98
$3,685,000
$45.22
7.72%
$27.88
$47.20
RDY - Dr. Reddy's Laboratories ADR
0.04
Reduce 73.22%
144,439
$13.19
$1,905,000
VRN-OLD - Veren Inc.
0.04
Buy
263,808
$6.61
$1,745,000
ACWI - iShares MSCI ACWI ETF
0.03
Reduce 49.65%
11,604
$116.43
$1,351,000
$127.47
9.48%
$100.47
$127.55
JKS - Jinkosolar Holding Co ADR
0.03
Buy
75,084
$18.65
$1,400,000
VWO - Vanguard FTSE Emerging Marke
0.03
Add 102.34%
30,533
$45.26
$1,382,000
$49.44
9.24%
$39.42
$49.51
WIT - Wipro Ltd ADR
0.03
488,806
$3.06
$1,496,000
BTG - B2Gold Corp.
0.01
Reduce 91.10%
94,491
$2.85
$269,000
$3.65
28.07%
$2.17
$3.83
EFA - iShares MSCI EAFE ETF
0.01
Reduce 87.85%
6,441
$81.66
$526,000
$88.54
8.43%
$70.92
$88.96
MSFT - Microsoft Corp.
0.01
940
$375.53
$353,000
$497.45
32.47%
$344.16
$498.04
NVDA - NVIDIA Corp.
0.01
Add 7.40%
4,124
$108.39
$447,000
$155.02
43.02%
$86.61
$156.72
NVS - Novartis AG
0.01
Reduce 27.79%
4,236
$111.43
$472,000
$120.32
7.98%
$92.72
$120.92
VEU - Vanguard FTSE All World ex US ETF
0.01
Reduce 79.22%
6,763
$60.62
$410,000
$49.12
-18.97%
$43.06
$62.48
AAPL - Apple Inc.
0.00
Add 4.58%
1,005
$221.89
$223,000
$201.00
-9.41%
$168.99
$259.47
PBYI - Puma Biotechnology Inc.
0.00
Buy
14,095
$2.98
$42,000
SHEL - Shell plc
0.00
Reduce 70.94%
2,944
$73.37
$216,000
$70.99
-3.24%
$57.92
$73.39
QFIN - Qifu Technology Inc.
1.23
Reduce 5.10%
1,307,273
$44.91
$58,710,000
$44.53
-0.85%
$17.42
$48.04
NTES - NetEase.com Inc.
0.94
Buy
441,494
$134.58
$59,416,000
$129.67
-3.65%
$74.17
$141.45
IFF - International Flavors & Fragrances Inc.
0.73
Buy
622,703
$73.55
$45,800,000
$65.72
-10.65%
$62.33
$105.18
XP - XP Inc.
0.73
Buy
2,280,437
$20.20
$46,065,000
$17.39
-13.91%
$10.82
$20.64
GFI - Gold Fields Ltd.
0.51
Buy
1,353,653
$23.67
$32,041,000
$29.75
25.69%
$12.75
$31.77
PAGS - PagSeguro Digital Ltd.
0.41
Buy
2,691,538
$9.64
$25,946,000
$8.75
-9.23%
$5.93
$14.38
NVO - Novo Nordisk A S
0.39
Buy
353,884
$69.02
$24,425,000
$50.95
-26.18%
$45.05
$137.52
NGG - National Grid Plc Sp ADR
0.37
Buy
315,994
$74.41
$23,513,000
$71.56
-3.83%
$54.24
$74.58
IR - Ingersoll Rand Inc.
0.35
Buy
262,774
$83.18
$21,858,000
$80.20
-3.58%
$65.58
$105.95
BXP - BXP Inc.
0.29
Buy
272,795
$67.47
$18,405,000
$65.21
-3.35%
$53.45
$86.38
KEP - Korea Elec Power Corp Sp ADR
0.27
Buy
1,220,320
$14.09
$17,194,000
$13.75
-2.41%
$6.68
$15.19
GPK - Graphic Packaging Hldg Co.
0.25
Buy
740,479
$21.07
$15,602,000
$22.63
7.40%
$20.75
$30.31